Associate Financial Advisor JN

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Our client is a rapidly growing wealth management firm that blends financial planning, life coaching, and investment management to deliver a highly personal, fiduciary approach to wealth management. Their mission is to build meaningful client relationships and help individuals and families achieve their most important goals.

They are seeking an Associate Financial Advisor(Vue code)> to join their San Diego team. This client‑facing role will provide comprehensive financial planning and investment management solutions. If you thrive in a fast‑paced environment, enjoy building lasting relationships, and have a passion for business development, this could be your next career move.

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Build and maintain comprehensive financial plans.
• Support client meetings, follow‑ups, and planning presentations.
• Analyze investment portfolios and assist with recommendations.
• Support client onboarding and business development efforts.

• Bachelor’s degree in finance, accounting, economics, or related field.
• CFP® designation or active progress toward completion.
• 2+ years of experience in financial planning or wealth management.

• Performance‑based bonuses and growth incentives.
• 100% employer‑paid medical insurance.
• 401(k) with employer match.
• Hybrid flexibility with weekly remote days.
• Generous paid time off and paid holidays.
• Education reimbursement and ongoing professional development.

• Seniority level:
  Mid‑Senior level
• Employment type:
  
  Full‑time
• Job function:
  Finance and Sales
• Industries:
  Staffing and Recruiting

Job

Jeremy Hamon

Salary: $100,000 - $120,000